1303 lines
69 KiB
HTML
1303 lines
69 KiB
HTML
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<!DOCTYPE html>
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<title>5G-A商用元年 - 行业洞察与投资分析</title>
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background: rgba(59, 130, 246, 0.2);
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background: rgba(239, 68, 68, 0.2);
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color: #fca5a5;
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padding: 0.25rem 0.75rem;
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border-radius: 9999px;
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font-size: 0.75rem;
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font-weight: 500;
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}
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.particles-bg {
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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z-index: -1;
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}
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@media (max-width: 768px) {
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.table-responsive {
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overflow-x: auto;
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}
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.card-custom {
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margin-bottom: 1rem;
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}
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}
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</style>
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</head>
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<body>
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<div id="particles-js" class="particles-bg"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold mb-4 hero-gradient">5G-A商用元年</h1>
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<p class="text-xl text-gray-300 mb-2">行业洞察与投资分析</p>
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<div class="flex justify-center items-center gap-4 text-sm text-gray-400">
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<span><i class="fas fa-calendar-alt mr-2"></i>2024年3月28日</span>
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<span><i class="fas fa-map-marker-alt mr-2"></i>杭州全球首发</span>
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</div>
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</div>
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<!-- 概念事件 -->
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<div class="card-custom rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">
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<i class="fas fa-broadcast-tower mr-2"></i>概念事件
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-gray-300">背景与定义</h3>
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<p class="text-gray-300 leading-relaxed mb-4">
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5G-A（5G-Advanced，又称5.5G）是5G向6G演进的过渡技术，基于3GPP R18标准，于<strong class="text-blue-400">2024年3月18日</strong>正式冻结，标志着技术成熟。<strong class="text-blue-400">2024年3月28日</strong>，中国移动在杭州全球首发5G-A商用部署。
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</p>
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<div class="grid grid-cols-2 gap-4 mt-4">
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<div class="bg-blue-900/30 rounded-lg p-3">
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<div class="text-2xl font-bold text-blue-400">100+</div>
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<div class="text-sm text-gray-400">首批商用城市</div>
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</div>
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<div class="bg-purple-900/30 rounded-lg p-3">
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<div class="text-2xl font-bold text-purple-400">300+</div>
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<div class="text-sm text-gray-400">2024年底覆盖</div>
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</div>
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<div class="bg-green-900/30 rounded-lg p-3">
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<div class="text-2xl font-bold text-green-400">2000万+</div>
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<div class="text-sm text-gray-400">终端销量</div>
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</div>
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<div class="bg-yellow-900/30 rounded-lg p-3">
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<div class="text-2xl font-bold text-yellow-400">100个</div>
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<div class="text-sm text-gray-400">行业标杆</div>
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</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-gray-300">时间轴</h3>
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<div class="relative pl-6">
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<div class="timeline-line"></div>
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<div class="relative mb-4">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="font-semibold text-blue-400">2023年8月</div>
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<div class="text-sm text-gray-400">工信部明确5G-A技术标准研制方向</div>
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</div>
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</div>
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<div class="relative mb-4">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="font-semibold text-blue-400">2024年3月</div>
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<div class="text-sm text-gray-400">R18标准冻结，中国移动启动商用</div>
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</div>
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</div>
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<div class="relative mb-4">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="font-semibold text-blue-400">2024年5月</div>
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<div class="text-sm text-gray-400">三大运营商推出5G-A套餐（199-999元/月）</div>
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</div>
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</div>
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<div class="relative">
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<div class="timeline-dot"></div>
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<div class="ml-4">
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<div class="font-semibold text-blue-400">2025年</div>
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<div class="text-sm text-gray-400">中国移动计划投资98亿元新增6.8万3CC基站</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card-custom rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">
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<i class="fas fa-lightbulb mr-2"></i>核心观点摘要
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</h2>
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<div class="grid md:grid-cols-3 gap-6">
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<div class="bg-gradient-to-br from-blue-900/30 to-blue-800/20 rounded-lg p-5">
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<div class="text-blue-400 mb-3">
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<i class="fas fa-chart-line text-2xl"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2 text-gray-200">阶段判断</h3>
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<p class="text-sm text-gray-300">
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5G-A已从<strong class="text-blue-400">技术验证期</strong>进入<strong class="text-blue-400">规模化商用初期</strong>，政策、运营商、产业链三方共振，2024-2025年为<strong class="text-blue-400">基建投资高峰</strong>。
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</p>
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||
</div>
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||
<div class="bg-gradient-to-br from-purple-900/30 to-purple-800/20 rounded-lg p-5">
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||
<div class="text-purple-400 mb-3">
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||
<i class="fas fa-rocket text-2xl"></i>
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||
</div>
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<h3 class="text-lg font-semibold mb-2 text-gray-200">核心驱动力</h3>
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<p class="text-sm text-gray-300">
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<strong class="text-purple-400">政策强制</strong>（工信部"双千兆"升级）+<strong class="text-purple-400">运营商资本开支拐点</strong>（无线侧投资复苏）+<strong class="text-purple-400">低空经济/AI算力</strong>等新场景需求。
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</p>
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</div>
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<div class="bg-gradient-to-br from-green-900/30 to-green-800/20 rounded-lg p-5">
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<div class="text-green-400 mb-3">
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<i class="fas fa-globe text-2xl"></i>
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</div>
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<h3 class="text-lg font-semibold mb-2 text-gray-200">未来潜力</h3>
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<p class="text-sm text-gray-300">
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2025年全球5G-A基站或超<strong class="text-green-400">50万张</strong>（华为预测），<strong class="text-green-400">低空经济</strong>（万亿级市场）和<strong class="text-green-400">RedCap</strong>（千万级连接）是两大爆发点。
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</p>
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</div>
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</div>
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</div>
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<!-- 核心逻辑与市场认知 -->
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<div class="card-custom rounded-xl p-6 mb-8">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">
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<i class="fas fa-brain mr-2"></i>核心逻辑与市场认知分析
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</h2>
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<div class="grid md:grid-cols-2 gap-6">
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<div>
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<h3 class="text-lg font-semibold mb-3 text-gray-300">核心驱动力</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="badge-tech mr-3">政策端</span>
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<p class="text-sm text-gray-300 flex-1">
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工信部2024年明确要求"加快推进5G-A规模商用"，地方政府配套1.9万-3万基站建设计划。
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</p>
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</div>
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<div class="flex items-start">
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<span class="badge-tech mr-3">技术端</span>
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<p class="text-sm text-gray-300 flex-1">
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R18标准冻结后，10Gbps下行/1Gbps上行、毫秒级时延、厘米级定位成为现实，性能较5G提升10倍。
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</p>
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</div>
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<div class="flex items-start">
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<span class="badge-tech mr-3">需求端</span>
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<p class="text-sm text-gray-300 flex-1">
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低空经济（无人机监管）、工业互联（远程控制）、XR直播（8K视频）等场景对网络能力提出刚性需求。
|
||
</p>
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||
</div>
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</div>
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</div>
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<div>
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<h3 class="text-lg font-semibold mb-3 text-gray-300">市场热度与情绪</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<span class="badge-tech mr-3">新闻热度</span>
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<p class="text-sm text-gray-300 flex-1">
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2024年3-5月"5G-A"关键词搜索量环比增长300%（百度指数），央视/财联社密集报道。
|
||
</p>
|
||
</div>
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||
<div class="flex items-start">
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||
<span class="badge-tech mr-3">研报密集度</span>
|
||
<p class="text-sm text-gray-300 flex-1">
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||
中信建投、华金证券等15家机构在2024年Q2发布5G-A专题，一致预期2024-2025年为投资窗口期。
|
||
</p>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<span class="badge-risk mr-3">情绪分歧</span>
|
||
<p class="text-sm text-gray-300 flex-1">
|
||
乐观派认为"运营商无线投资反转"，谨慎派指出"需求验证不足，可能以软件升级为主"。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6 p-4 bg-yellow-900/20 rounded-lg border border-yellow-700/30">
|
||
<h4 class="text-lg font-semibold mb-2 text-yellow-400">预期差</h4>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div>
|
||
<p class="text-sm text-gray-300 mb-2">
|
||
<strong class="text-yellow-400">市场忽略点：</strong>5G-A基站70%为存量5G改造（仅需升级AAU和软件），实际资本开支可能低于预期（单站改造成本31.5万元 vs 新建基站100万元）。
|
||
</p>
|
||
</div>
|
||
<div>
|
||
<p class="text-sm text-gray-300 mb-2">
|
||
<strong class="text-yellow-400">技术风险：</strong>毫米波频段（26GHz）覆盖距离仅1/18（相比Sub-6GHz），需密集部署，可能限制郊区应用。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关键催化剂 -->
|
||
<div class="card-custom rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">
|
||
<i class="fas fa-fire mr-2"></i>关键催化剂与未来发展路径
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-6">
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-gray-300">近期催化剂（3-6个月）</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500/20 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<span class="text-blue-400 font-bold text-sm">1</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-200">运营商集采</h4>
|
||
<p class="text-sm text-gray-400">
|
||
中国移动2024年Q3启动5G-A基站集采（规模或达10万站），关注中标份额。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-purple-500/20 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<span class="text-purple-400 font-bold text-sm">2</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-200">低空经济政策</h4>
|
||
<p class="text-sm text-gray-400">
|
||
深圳/上海等地2024年Q4发布低空经济示范区细则，明确5G-A基站建设指标。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="w-8 h-8 rounded-full bg-green-500/20 flex items-center justify-center mr-3 flex-shrink-0">
|
||
<span class="text-green-400 font-bold text-sm">3</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-200">终端渗透</h4>
|
||
<p class="text-sm text-gray-400">
|
||
华为Mate 70（2024年9月）全系标配5G-A，或带动换机潮。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-gray-300">长期路径</h3>
|
||
<div class="space-y-4">
|
||
<div class="relative">
|
||
<div class="absolute left-4 top-0 bottom-0 w-0.5 bg-gradient-to-b from-blue-500 to-purple-500"></div>
|
||
<div class="relative pl-10">
|
||
<div class="absolute left-2 w-4 h-4 bg-blue-500 rounded-full"></div>
|
||
<div class="font-semibold text-blue-400">2024-2025年</div>
|
||
<div class="text-sm text-gray-400">基建期（基站/传输网升级），滤波器/天线/光模块量价齐升</div>
|
||
</div>
|
||
</div>
|
||
<div class="relative">
|
||
<div class="absolute left-4 top-0 bottom-0 w-0.5 bg-gradient-to-b from-purple-500 to-green-500"></div>
|
||
<div class="relative pl-10">
|
||
<div class="absolute left-2 w-4 h-4 bg-purple-500 rounded-full"></div>
|
||
<div class="font-semibold text-purple-400">2026-2027年</div>
|
||
<div class="text-sm text-gray-400">应用期（RedCap/通感一体规模落地），模组/终端放量</div>
|
||
</div>
|
||
</div>
|
||
<div class="relative">
|
||
<div class="relative pl-10">
|
||
<div class="absolute left-2 w-4 h-4 bg-green-500 rounded-full"></div>
|
||
<div class="font-semibold text-green-400">2028年后</div>
|
||
<div class="text-sm text-gray-400">向6G过渡，太赫兹/AI原生网络成为新焦点</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链分析 -->
|
||
<div class="card-custom rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">
|
||
<i class="fas fa-sitemap mr-2"></i>产业链与核心公司深度剖析
|
||
</h2>
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-gray-300">产业链图谱</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-blue-900/20 rounded-lg p-4">
|
||
<h4 class="font-semibold text-blue-400 mb-2">上游</h4>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="text-xs bg-blue-800/40 px-2 py-1 rounded">滤波器（武汉凡谷）</span>
|
||
<span class="text-xs bg-blue-800/40 px-2 py-1 rounded">天线（通宇通讯）</span>
|
||
<span class="text-xs bg-blue-800/40 px-2 py-1 rounded">光模块（中际旭创）</span>
|
||
<span class="text-xs bg-blue-800/40 px-2 py-1 rounded">PCB（沪电股份）</span>
|
||
</div>
|
||
</div>
|
||
<div class="bg-purple-900/20 rounded-lg p-4">
|
||
<h4 class="font-semibold text-purple-400 mb-2">中游</h4>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="text-xs bg-purple-800/40 px-2 py-1 rounded">主设备商（中兴通讯）</span>
|
||
<span class="text-xs bg-purple-800/40 px-2 py-1 rounded">小基站（日海智能）</span>
|
||
</div>
|
||
</div>
|
||
<div class="bg-green-900/20 rounded-lg p-4">
|
||
<h4 class="font-semibold text-green-400 mb-2">下游</h4>
|
||
<div class="flex flex-wrap gap-2">
|
||
<span class="text-xs bg-green-800/40 px-2 py-1 rounded">运营商（中国移动）</span>
|
||
<span class="text-xs bg-green-800/40 px-2 py-1 rounded">低空经济集成商（亿航智能）</span>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-gray-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full table-custom rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr>
|
||
<th class="px-4 py-3 text-left">公司</th>
|
||
<th class="px-4 py-3 text-left">业务进展</th>
|
||
<th class="px-4 py-3 text-left">竞争优势</th>
|
||
<th class="px-4 py-3 text-left">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中兴通讯</td>
|
||
<td class="px-4 py-3 text-sm">2024年Q1中标中国移动5G-A基站30%份额</td>
|
||
<td class="px-4 py-3 text-sm">技术领先（通感一体专利200+）</td>
|
||
<td class="px-4 py-3 text-sm text-yellow-400">海外制裁风险</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">武汉凡谷</td>
|
||
<td class="px-4 py-3 text-sm">2024年5月中标小型化滤波器订单</td>
|
||
<td class="px-4 py-3 text-sm">华为核心供应商（份额40%）</td>
|
||
<td class="px-4 py-3 text-sm text-yellow-400">价格战导致毛利率下滑</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中际旭创</td>
|
||
<td class="px-4 py-3 text-sm">800G光模块已供货5G-A骨干网</td>
|
||
<td class="px-4 py-3 text-sm">全球市占率50%</td>
|
||
<td class="px-4 py-3 text-sm text-yellow-400">硅光技术迭代风险</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险 -->
|
||
<div class="card-custom rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">
|
||
<i class="fas fa-exclamation-triangle mr-2"></i>潜在风险与挑战
|
||
</h2>
|
||
<div class="grid md:grid-cols-2 gap-4">
|
||
<div class="bg-red-900/20 rounded-lg p-4 border border-red-700/30">
|
||
<h3 class="font-semibold text-red-400 mb-2">技术风险</h3>
|
||
<p class="text-sm text-gray-300">
|
||
毫米波频段覆盖不足（需3倍基站密度），可能限制商用范围。
|
||
</p>
|
||
</div>
|
||
<div class="bg-orange-900/20 rounded-lg p-4 border border-orange-700/30">
|
||
<h3 class="font-semibold text-orange-400 mb-2">商业化风险</h3>
|
||
<p class="text-sm text-gray-300">
|
||
5G-A套餐199元/月（上海电信），用户接受度待验证。
|
||
</p>
|
||
</div>
|
||
<div class="bg-yellow-900/20 rounded-lg p-4 border border-yellow-700/30">
|
||
<h3 class="font-semibold text-yellow-400 mb-2">政策风险</h3>
|
||
<p class="text-sm text-gray-300">
|
||
若低空经济政策推迟（如空域审批），5G-A需求或低于预期。
|
||
</p>
|
||
</div>
|
||
<div class="bg-purple-900/20 rounded-lg p-4 border border-purple-700/30">
|
||
<h3 class="font-semibold text-purple-400 mb-2">信息矛盾</h3>
|
||
<p class="text-sm text-gray-300">
|
||
路演称"2024年基站改造为主"，但研报预测"新建10万站"，需跟踪集采数据验证。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论 -->
|
||
<div class="card-custom rounded-xl p-6 mb-8">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">
|
||
<i class="fas fa-chart-pie mr-2"></i>综合结论与投资启示
|
||
</h2>
|
||
<div class="bg-gradient-to-r from-blue-900/30 to-purple-900/30 rounded-lg p-5 mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-gray-200">阶段判断</h3>
|
||
<p class="text-gray-300">
|
||
5G-A处于<strong class="text-blue-400">"政策驱动+基建先行"</strong>阶段，2024-2025年为<strong class="text-blue-400">最佳投资窗口</strong>。
|
||
</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-lg font-semibold mb-3 text-gray-300">高价值环节</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-blue-500 flex items-center justify-center mr-3">
|
||
<span class="text-white font-bold text-sm">1</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-200">滤波器/天线</h4>
|
||
<p class="text-sm text-gray-400">量价弹性最大（武汉凡谷、通宇通讯）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-purple-500 flex items-center justify-center mr-3">
|
||
<span class="text-white font-bold text-sm">2</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-200">光模块</h4>
|
||
<p class="text-sm text-gray-400">400G升级需求确定（中际旭创）</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-center">
|
||
<div class="w-8 h-8 rounded-full bg-green-500 flex items-center justify-center mr-3">
|
||
<span class="text-white font-bold text-sm">3</span>
|
||
</div>
|
||
<div>
|
||
<h4 class="font-semibold text-gray-200">运营商</h4>
|
||
<p class="text-sm text-gray-400">中国移动（股息率5%+5G-A增量）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-lg font-semibold mb-3 text-gray-300">关键跟踪指标</h3>
|
||
<div class="grid md:grid-cols-3 gap-4">
|
||
<div class="bg-gray-800/30 rounded-lg p-3">
|
||
<div class="text-blue-400 mb-1">
|
||
<i class="fas fa-shopping-cart"></i>
|
||
</div>
|
||
<div class="font-semibold text-sm text-gray-200">中国移动集采规模</div>
|
||
<div class="text-xs text-gray-400">2024年Q3</div>
|
||
</div>
|
||
<div class="bg-gray-800/30 rounded-lg p-3">
|
||
<div class="text-purple-400 mb-1">
|
||
<i class="fas fa-building"></i>
|
||
</div>
|
||
<div class="font-semibold text-sm text-gray-200">低空经济示范区基站数量</div>
|
||
<div class="text-xs text-gray-400">深圳/上海2024年Q4</div>
|
||
</div>
|
||
<div class="bg-gray-800/30 rounded-lg p-3">
|
||
<div class="text-green-400 mb-1">
|
||
<i class="fas fa-microchip"></i>
|
||
</div>
|
||
<div class="font-semibold text-sm text-gray-200">RedCap模组出货量</div>
|
||
<div class="text-xs text-gray-400">2024年H2突破100万片</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="card-custom rounded-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">
|
||
<i class="fas fa-chart-line mr-2"></i>关联股票数据
|
||
</h2>
|
||
|
||
<!-- 5.5G板块 -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">5.5G板块</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full table-custom rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr>
|
||
<th class="px-4 py-3 text-left">股票名称</th>
|
||
<th class="px-4 py-3 text-left">行业</th>
|
||
<th class="px-4 py-3 text-left">项目</th>
|
||
<th class="px-4 py-3 text-left">产业链/技术</th>
|
||
<th class="px-4 py-3 text-left">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">新亚电子</td>
|
||
<td class="px-4 py-3 text-sm">通信设备</td>
|
||
<td class="px-4 py-3 text-sm">5G通信基站及终端设备</td>
|
||
<td class="px-4 py-3 text-sm">高速高频线缆及数据线材</td>
|
||
<td class="px-4 py-3 text-sm">公司产品应用于5G通信基站及终端设备，高速高频线缆及数据线材应用于5G通信小基站及宏基站、5G全光网络、5G基站天线等场景。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">通宇通讯</td>
|
||
<td class="px-4 py-3 text-sm">通信设备</td>
|
||
<td class="px-4 py-3 text-sm">5.5G技术研发与开发应用</td>
|
||
<td class="px-4 py-3 text-sm">毫米波技术</td>
|
||
<td class="px-4 py-3 text-sm">公司一直密切关注5.5G技术研究与开发应用，在5.5G基站天线领域有相关技术储备。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">吴通控股</td>
|
||
<td class="px-4 py-3 text-sm">通信设备</td>
|
||
<td class="px-4 py-3 text-sm">5G基站天线及射频器件</td>
|
||
<td class="px-4 py-3 text-sm">毫米波射频技术</td>
|
||
<td class="px-4 py-3 text-sm">子公司承接的5G基站天线及射频器件项目，其产品用于5G基站的毫米波射频技术。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">金百泽</td>
|
||
<td class="px-4 py-3 text-sm">电子制造</td>
|
||
<td class="px-4 py-3 text-sm">5.5G通信技术</td>
|
||
<td class="px-4 py-3 text-sm">高速高密度PCB技术</td>
|
||
<td class="px-4 py-3 text-sm">公司产品应用于5.5G通信技术，重点研发高速高密度PCB技术，为5.5G通信设备提供技术支持。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">欣天科技</td>
|
||
<td class="px-4 py-3 text-sm">通信设备</td>
|
||
<td class="px-4 py-3 text-sm">5G通信射频器件</td>
|
||
<td class="px-4 py-3 text-sm">射频器件研发</td>
|
||
<td class="px-4 py-3 text-sm">公司产品应用于5G通信射频器件，持续关注5G技术演进，研发相关射频器件产品。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">盛路通信</td>
|
||
<td class="px-4 py-3 text-sm">通信设备</td>
|
||
<td class="px-4 py-3 text-sm">5G毫米波天线</td>
|
||
<td class="px-4 py-3 text-sm">毫米波有源相控阵天线</td>
|
||
<td class="px-4 py-3 text-sm">公司一直密切关注5G通信领域，重点研发毫米波有源相控阵天线技术，为5G毫米波通信提供解决方案。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">信科移动</td>
|
||
<td class="px-4 py-3 text-sm">通信设备</td>
|
||
<td class="px-4 py-3 text-sm">5G标准制定与技术验证</td>
|
||
<td class="px-4 py-3 text-sm">5G标准制定</td>
|
||
<td class="px-4 py-3 text-sm">公司积极参与5G标准制定和技术验证，在5G-A领域具备创新能力，部分5G相关产品已具备商用能力。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">博杰股份</td>
|
||
<td class="px-4 py-3 text-sm">电子制造</td>
|
||
<td class="px-4 py-3 text-sm">5G射频测试设备</td>
|
||
<td class="px-4 py-3 text-sm">5G射频测试技术</td>
|
||
<td class="px-4 py-3 text-sm">公司产品应用于5G射频测试领域，为5G通信设备提供测试解决方案。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">今天国际</td>
|
||
<td class="px-4 py-3 text-sm">物流自动化</td>
|
||
<td class="px-4 py-3 text-sm">5G智慧物流</td>
|
||
<td class="px-4 py-3 text-sm">5G+AI智慧物流系统</td>
|
||
<td class="px-4 py-3 text-sm">公司参与中国移动5G-A智慧物流项目，研发基于5G+AI的智慧物流系统，实现仓储物流智能化。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">特发信息</td>
|
||
<td class="px-4 py-3 text-sm">光纤通信</td>
|
||
<td class="px-4 py-3 text-sm">5G光通信</td>
|
||
<td class="px-4 py-3 text-sm">5G光模块</td>
|
||
<td class="px-4 py-3 text-sm">公司产品应用于5G光通信领域，研发5G光模块产品，支持5G网络建设。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">武汉凡谷</td>
|
||
<td class="px-4 py-3 text-sm">通信设备</td>
|
||
<td class="px-4 py-3 text-sm">5G基站滤波器</td>
|
||
<td class="px-4 py-3 text-sm">5G基站滤波器技术</td>
|
||
<td class="px-4 py-3 text-sm">公司产品为5G基站滤波器，主要为多家通信设备商提供5G基站滤波器产品。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">麦捷科技</td>
|
||
<td class="px-4 py-3 text-sm">电子元器件</td>
|
||
<td class="px-4 py-3 text-sm">5G射频前端</td>
|
||
<td class="px-4 py-3 text-sm">5G射频前端模组</td>
|
||
<td class="px-4 py-3 text-sm">公司研发5G射频前端模组，支持5G-A技术，产品涵盖Sub-6GHz和毫米波频段。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">意华股份</td>
|
||
<td class="px-4 py-3 text-sm">连接器制造</td>
|
||
<td class="px-4 py-3 text-sm">5G高速连接器</td>
|
||
<td class="px-4 py-3 text-sm">5G高速连接器技术</td>
|
||
<td class="px-4 py-3 text-sm">公司子公司专注5G高速连接器研发，产品应用于5G基站和数据中心，支持高速数据传输。</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中瓷电子</td>
|
||
<td class="px-4 py-3 text-sm">电子陶瓷</td>
|
||
<td class="px-4 py-3 text-sm">5G通信陶瓷封装</td>
|
||
<td class="px-4 py-3 text-sm">5G通信陶瓷封装技术</td>
|
||
<td class="px-4 py-3 text-sm">公司生产5G通信陶瓷封装产品，应用于5G基站和终端设备，提供高可靠性封装解决方案。</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-semibold text-blue-400">博敏电子</td>
|
||
<td class="px-4 py-3 text-sm">PCB制造</td>
|
||
<td class="px-4 py-3 text-sm">5G高频高速PCB</td>
|
||
<td class="px-4 py-3 text-sm">5G高频高速PCB技术</td>
|
||
<td class="px-4 py-3 text-sm">公司生产5G高频高速PCB，应用于5G基站和终端设备，支持高频高速数据传输。</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 5G-A板块 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-4 text-purple-400">5G-A板块</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="w-full table-custom rounded-lg overflow-hidden">
|
||
<thead>
|
||
<tr>
|
||
<th class="px-4 py-3 text-left">股票名称</th>
|
||
<th class="px-4 py-3 text-left">产业链位置</th>
|
||
<th class="px-4 py-3 text-left">行业</th>
|
||
<th class="px-4 py-3 text-left">项目</th>
|
||
<th class="px-4 py-3 text-left">投资逻辑</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">世嘉科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">射频器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A射频组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的射频器件，属于产业链上游关键组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">武汉凡谷</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">射频器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A射频组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的射频器件，属于产业链上游关键组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">伟测科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">射频器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A射频组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的射频器件，属于产业链上游关键组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">东山精密</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">射频器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A射频组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的射频器件，属于产业链上游关键组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">卓胜微</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">射频器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A射频组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的射频器件，属于产业链上游关键组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">阿莱德</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">射频器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A射频组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的射频器件，属于产业链上游关键组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中瓷电子</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">射频器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A射频组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的射频器件，属于产业链上游关键组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">硕贝德</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">天线/阵子</td>
|
||
<td class="px-4 py-3 text-sm">5G-A天线系统供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的天线及阵子组件，属于上游天线设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">通宇通讯</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">天线/阵子</td>
|
||
<td class="px-4 py-3 text-sm">5G-A天线系统供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的天线及阵子组件，属于上游天线设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">吴通控股</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">天线/阵子</td>
|
||
<td class="px-4 py-3 text-sm">5G-A天线系统供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的天线及阵子组件，属于上游天线设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">盛路通信</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">天线/阵子</td>
|
||
<td class="px-4 py-3 text-sm">5G-A天线系统供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的天线及阵子组件，属于上游天线设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">立讯精密</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">天线/阵子</td>
|
||
<td class="px-4 py-3 text-sm">5G-A天线系统供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的天线及阵子组件，属于上游天线设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">信科移动</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">天线/阵子</td>
|
||
<td class="px-4 py-3 text-sm">5G-A天线系统供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的天线及阵子组件，属于上游天线设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">天孚通信</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光通信组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光器件，属于上游光通信组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">光库科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光通信组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光器件，属于上游光通信组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">博创科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光器件</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光通信组件供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光器件，属于上游光通信组件供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">新亚电子</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">线缆</td>
|
||
<td class="px-4 py-3 text-sm">5G-A线缆供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的线缆产品，属于上游线缆供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">沃尔核材</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">线缆</td>
|
||
<td class="px-4 py-3 text-sm">5G-A线缆供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的线缆产品，属于上游线缆供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">金信诺</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">线缆</td>
|
||
<td class="px-4 py-3 text-sm">5G-A线缆供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的线缆产品，属于上游线缆供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">亨通光电</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光纤光缆</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光纤光缆供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光纤光缆，属于上游光纤光缆供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">长飞光纤</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光纤光缆</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光纤光缆供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光纤光缆，属于上游光纤光缆供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中天科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光纤光缆</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光纤光缆供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光纤光缆，属于上游光纤光缆供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">通鼎互联</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光纤光缆</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光纤光缆供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光纤光缆，属于上游光纤光缆供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">特发信息</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光纤光缆</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光纤光缆供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光纤光缆，属于上游光纤光缆供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">永鼎股份</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光纤光缆</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光纤光缆供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光纤光缆，属于上游光纤光缆供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">深南电路</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">PCB/CCL</td>
|
||
<td class="px-4 py-3 text-sm">5G-A电路板供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的PCB/CCL产品，属于上游电路板供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">沪电股份</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">PCB/CCL</td>
|
||
<td class="px-4 py-3 text-sm">5G-A电路板供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的PCB/CCL产品，属于上游电路板供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">生益科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">PCB/CCL</td>
|
||
<td class="px-4 py-3 text-sm">5G-A电路板供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的PCB/CCL产品，属于上游电路板供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">华正新材</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">PCB/CCL</td>
|
||
<td class="px-4 py-3 text-sm">5G-A电路板供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的PCB/CCL产品，属于上游电路板供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">英维克</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">配套设备</td>
|
||
<td class="px-4 py-3 text-sm">5G-A配套设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的配套设备，属于上游配套设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">佳力图</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">配套设备</td>
|
||
<td class="px-4 py-3 text-sm">5G-A配套设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的配套设备，属于上游配套设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">科华数据</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">配套设备</td>
|
||
<td class="px-4 py-3 text-sm">5G-A配套设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的配套设备，属于上游配套设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">光迅科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光模块</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光模块供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光模块，属于上游光模块供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">华工科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光模块</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光模块供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光模块，属于上游光模块供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中际旭创</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光模块</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光模块供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光模块，属于上游光模块供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">新易盛</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光模块</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光模块供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光模块，属于上游光模块供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">剑桥科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光模块</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光模块供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光模块，属于上游光模块供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">永鼎股份</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">光模块</td>
|
||
<td class="px-4 py-3 text-sm">5G-A光模块供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的光模块，属于上游光模块供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">灿勤科技</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">滤波器</td>
|
||
<td class="px-4 py-3 text-sm">5G-A滤波器供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的滤波器，属于上游滤波器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">博敏电子</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">滤波器</td>
|
||
<td class="px-4 py-3 text-sm">5G-A滤波器供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的滤波器，属于上游滤波器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">普利特</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">LCP材料</td>
|
||
<td class="px-4 py-3 text-sm">5G-A材料供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的LCP材料，属于上游材料供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">沃特股份</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">LCP材料</td>
|
||
<td class="px-4 py-3 text-sm">5G-A材料供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的LCP材料，属于上游材料供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">博杰股份</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">屏蔽箱</td>
|
||
<td class="px-4 py-3 text-sm">5G-A测试设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的屏蔽箱测试设备，属于上游测试设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">吴通控股</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">连接器</td>
|
||
<td class="px-4 py-3 text-sm">5G-A连接器供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的连接器，属于上游连接器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">意华股份</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">连接器</td>
|
||
<td class="px-4 py-3 text-sm">5G-A连接器供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的连接器，属于上游连接器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中航光电</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">连接器</td>
|
||
<td class="px-4 py-3 text-sm">5G-A连接器供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的连接器，属于上游连接器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">航天电器</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">连接器</td>
|
||
<td class="px-4 py-3 text-sm">5G-A连接器供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的连接器，属于上游连接器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">立讯精密</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">连接器</td>
|
||
<td class="px-4 py-3 text-sm">5G-A连接器供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的连接器，属于上游连接器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">永贵电器</td>
|
||
<td class="px-4 py-3 text-sm">上游器件</td>
|
||
<td class="px-4 py-3 text-sm">连接器</td>
|
||
<td class="px-4 py-3 text-sm">5G-A连接器供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A所需的连接器，属于上游连接器供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中兴通讯</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A基站主设备、小基站、传输主设备及网络设备，属于中游核心设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">日海智能</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A小基站供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A小基站设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">烽火通信</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A传输及网络设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A传输主设备及网络设备，属于中游核心设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">高斯贝尔</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A网络设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A网络设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">星网锐捷</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A网络设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A网络设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">紫光股份</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A网络设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A网络设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">浪潮信息</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A网络设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A网络设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">三旺通信</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A通信设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A通信设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">瑞斯康达</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A通信设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A通信设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">共进股份</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A通信设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A通信设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">天邑股份</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A通信设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A通信设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">华脉科技</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A通信设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A通信设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">科信技术</td>
|
||
<td class="px-4 py-3 text-sm">中游设备商</td>
|
||
<td class="px-4 py-3 text-sm">通信设备制造</td>
|
||
<td class="px-4 py-3 text-sm">5G-A通信设备供应</td>
|
||
<td class="px-4 py-3 text-sm">公司提供5G-A通信设备，属于中游设备供应商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中国移动</td>
|
||
<td class="px-4 py-3 text-sm">下游运营商</td>
|
||
<td class="px-4 py-3 text-sm">电信运营</td>
|
||
<td class="px-4 py-3 text-sm">5G-A网络部署与运营</td>
|
||
<td class="px-4 py-3 text-sm">公司负责5G-A网络的部署与运营，属于下游核心运营商</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700/50">
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中国联通</td>
|
||
<td class="px-4 py-3 text-sm">下游运营商</td>
|
||
<td class="px-4 py-3 text-sm">电信运营</td>
|
||
<td class="px-4 py-3 text-sm">5G-A网络部署与运营</td>
|
||
<td class="px-4 py-3 text-sm">公司负责5G-A网络的部署与运营，属于下游核心运营商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="px-4 py-3 font-semibold text-blue-400">中国电信</td>
|
||
<td class="px-4 py-3 text-sm">下游运营商</td>
|
||
<td class="px-4 py-3 text-sm">电信运营</td>
|
||
<td class="px-4 py-3 text-sm">5G-A网络部署与运营</td>
|
||
<td class="px-4 py-3 text-sm">公司负责5G-A网络的部署与运营，属于下游核心运营商</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
<div class="mt-4 text-sm text-gray-400 text-center">
|
||
本表仅为静态梳理，无动态买卖指导。股市有风险，入市需谨慎。更多产业图表可前往网站查看。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<script>
|
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// 初始化粒子背景
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tsParticles.load("particles-js", {
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particles: {
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number: {
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value: 80,
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enable: true,
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value_area: 800
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}
|
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},
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value: "#3b82f6"
|
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},
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type: "circle"
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},
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value: 0.5,
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random: false,
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enable: false,
|
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speed: 1,
|
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opacity_min: 0.1,
|
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||
}
|
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},
|
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size: {
|
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value: 3,
|
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random: true,
|
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anim: {
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enable: false,
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speed: 40,
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size_min: 0.1,
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sync: false
|
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}
|
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},
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line_linked: {
|
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enable: true,
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distance: 150,
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color: "#3b82f6",
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opacity: 0.4,
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width: 1
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},
|
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move: {
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enable: true,
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speed: 2,
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direction: "none",
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random: false,
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straight: false,
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out_mode: "out",
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bounce: false,
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attract: {
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enable: false,
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rotateX: 600,
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rotateY: 1200
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}
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}
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},
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interactivity: {
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detect_on: "canvas",
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events: {
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onhover: {
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enable: true,
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mode: "grab"
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},
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enable: true,
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mode: "push"
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},
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resize: true
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},
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modes: {
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grab: {
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distance: 140,
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line_linked: {
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opacity: 1
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}
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},
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push: {
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particles_nb: 4
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}
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}
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},
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retina_detect: true
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});
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// 添加滚动动画
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const observerOptions = {
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threshold: 0.1,
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rootMargin: '0px 0px -100px 0px'
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};
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const observer = new IntersectionObserver((entries) => {
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entries.forEach(entry => {
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if (entry.isIntersecting) {
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entry.target.style.opacity = '1';
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entry.target.style.transform = 'translateY(0)';
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}
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});
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}, observerOptions);
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document.querySelectorAll('.card-custom').forEach(card => {
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card.style.opacity = '0';
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card.style.transform = 'translateY(20px)';
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card.style.transition = 'opacity 0.6s ease, transform 0.6s ease';
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observer.observe(card);
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});
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</script>
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</body>
|
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</html>
|
||
``` |